Open the project you want to manage. The top section provides a project overview and navigation tools.

Here you can:

Use the options in the upper-right corner to manage the project.

Edit Project. Click the Pencil icon to open the Project Editor, where you can view and update the project details and staffing process.

Share Project. Click Share to configure project availability for external customers.

More Actions. From More actions, you can:

The middle section of the project displays all schedules. Schedules are grouped into the project based on the labels assigned to the schedule templates. You can rearrange schedules by dragging and dropping them into the desired order.

To edit or remove a schedule, click More actions on the right side of the schedule.

Note: A schedule cannot be deleted if it contains shifts with invited talents.

Each schedule can have its own settings. You can update:

These settings apply only to the selected schedule and its shifts.

Any settings not configured on the schedule level will inherit the values from the project settings.

To add another schedule to the project, click Add another schedule at the bottom of the schedules list.

Set up and update the staffing project process

How to enable self-serve access for external customers

Create schedule templates